Brett Morris Waller – Financial Adviser
Adviser identifying number: 1004610
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2000
Name of the licence holder: ORD MINNETT LIMITED
Licence number: 237121
Licensee’s ABN: 86002733048
Licence controlled by: IOOF HOLDINGS LTD
The date the Financial Adviser commenced the appointment: 20/03/2012
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ORD MINNETT LIMITED
Authorised Representative identifying number: 000237121
Authorised Representative’s ABN: 86002733048
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
Relevant qualifications and training:
- Certified Financial Planner – FPAS Singapore
- Diploma of Financial Planning – Deakin University
- Life Risk Specialist – Deakin University
- Self Managed Superannuation Funds Accreditation – Kaplan
Relevant memberships of professional bodies or industry associations:
Brett Morris Waller is authorised to provide advices on following products:
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Securities
- Superannuation